Services

Agency Performance Partners is experienced in working in the following areas within your insurance agency: Personal Lines, Commercial Lines, Health & Life, Group Benefits, & Niche Markets. Agency Performance Partners has developed a 5 Step Performance Strategy™. Within the process insurance agency consultants review and assist your agency with the following areas:

Areas of Concentration

Marketing/Interest Generation:

We know what works from traditional marketing, digital marketing, social media, web properties and public relations. Our insurance agency marketing consultants have created a Marketing Performance Map that covers how to market to your current customers, prospects, lost business, unsold quotes and drive conversion by marketing to your quotes in process.

Retention

Many agencies believe their retention is high, but few know their actual retention number. Once we understand your retention rate we can drive it up. Even a high retention rate can get better through our strategies. Every policy saved drives more to the bottom line.

Sales Performance

Insurance is not all about price. You have to be able to convince a lead to stop shopping since they have found you! Many agents leave money on the table by not following up or asking for the business. Our sales trainers know how to get the most out of your staff.

Infrastructure & Metrics

Your agency needs to have a focus on the agency numbers. We have defined the best practices of measuring your business as well as assisting in how to run reports and enter data correctly into your management system for accuracy.

Management/Leadership

Running an insurance agency is no easy task. Investing in the leadership and management skills of you and your team decreases time spent wondering why something is not working. Our management consultants can help.

Team Review

Your people are by far the agency’s biggest investment. Having the wrong people can throttle growth substantially. Understanding your team’s strengths and weaknesses allows you to make decisions in the business's best interest while training on any outstanding weaknesses.

Processes and Procedures

Do you know who does, what, why, when and how? Today’s agency needs to constantly be driving efficiency while improving the customers experience. We analyze your current processes to determine if they are being followed consistently and provide critical feedback on ways to improve.

Secret Shopper Calls

This is a great opportunity to know how your sales process is working. We conduct secret shopper calls to your agency to provide a comprehensive review on how with a few tweaks we can drive sales.

Be Inspired by this training video change to Learn More About Agency Performance Partners & Agency Appeal

We combine onsite and video training to cement in the sales culture you are looking for. Here is the first video your team will watch after the onsite training. Before the video your coach wll go through your sales numbers with the entire team to drive performance.

SERVICES

We help your agency identify untapped opportunities and zero in on them with a results-driven plan. Your Agency Performance Partners team harnesses a proprietary suite of tools to get you to your goals. We assess your agency, set the strategy, and execute results as your partners in success.

AppX Programs

Our 6-month program marries training to metrics, turning your agency into a high-performing sales and retention machine. Agents who participate see a 33% increase in written premium and a 2% point increase in retention.

LIVE VIRTUAL TRAINING

Struggling with how to train your team and balance their workload? Our live virtual training is your answer. You get to work live on video conference with a performance consultant. This program has pre-training work, a syllabus and activity. Make your training stick!

AGENCY APPEAL

Whether your brand needs a complete overhaul, or you simply need strategic services such as a new website or sales collateral, our sister company Agency Appeal can help. Wherever your agency is on the branding spectrum, we can help.

SECRET SHOPPER CALLS

Curious if your team is following through on the customer experience you designed? Worry no more our team of secret shoppers are the answer. We will agree to the scenarios, make the calls and provide you as score card and video from your shopper, you then get to meet with a performance consultant on your results.

RESULTS DON’T LIE

Our agencies tell the story

“Kelly had some awesome tips and is very knowledgeable on the subject. Love how she is also very down to earth and easy to talk with!”

Lindsey Hamm

Welsh's Insurance Agency

“I think this process was very beneficial and I think we are in a position for a very strong year and the future is very bright. I was able to take account of myself through our interviews and discussions and have found many areas in which I personally need to improve. You have also given me a sense of direction going forward to be a better boss, person and mentor to our staff.”

Roger

Owner

Preferred Insurance Center

“Great to work with ! Very understanding of the initial frustration and trained/encouraged us on how to handle the change in work processes.”

Kelly Nielsen

Customer Service Agent

Sheets, Forrest, Draper

“I feel your visit to our agency was very beneficial. For me, it was like a therapy session and the Amnesty Day was a great idea. I feel refreshed and I have a much better attitude. The attitude of the entire agency has improved immensely. I think we are striving to work more as a team. We are trying to be more encouraging to each other and to applaud each other’s accomplishments. Thanks for being a nice, caring person!”

Phyllis Buening

Preferred Insurance Center

“We are so grateful for you and all you have done to help our agency and our team. We are all now part of the big picture and it has changed the whole dynamic for the better. APP Rocks!!!!!”

Maegan Burbank

Insurance Specialist

IMG

“I want to thank you for stopping by the office, evaluating, listening and hearing us. I feel like the mood of the office has improved 100%. I also feel appreciated. We will have some hurdles to overcome, but I think we should get through them. The Tigger has been passed around a bit.”

Kathy

Account Manager

Preferred Insurance Center

“I’m glad you came out to talk to all of us. It seems to have helped the attitude in the office. Still have our moments, but much better. Dan has improved, also. He seems to be listening to us more and getting our input. Thanks for your help.”